TSLA
Tesla
-- 421.060 PLTR
Palantir
-- 80.550 NVDA
NVIDIA
-- 134.700 RGTI
Rigetti Computing
-- 9.3700 AMD
Advanced Micro Devices
-- 119.210 
I started building a position in $Micron Technology (MU.US)$...
I started building a position in $Micron Technology (MU.US)$ today in the low $130s (so I’m a little biased) but the stock is simply too cheap especially when you compare it to $Advanced Micro Devices (AMD.US)$ .
$Advanced Micro Devices (AMD.US)$ has a $250B market cap and is expected to do $5.5B of EBITDA over the next 12 months so it’s trading at 45x NTM EV/EBITDA.
$Micron Technology (MU.US)$ has a $150B market cap and is expected to do $20B of EBITDA over the next 12 months so it’s trading at 7.5x NTM EV/EBITDA.
FWIW, I also have a position in $Advanced Micro Devices (AMD.US)$ although I wish I didn’t. Thankfully my positions in $NVIDIA (NVDA.US)$ and $Super Micro Computer (SMCI.US)$ have more than made up for the $Advanced Micro Devices (AMD.US)$ drag. It’s probably too late to sell mu $Advanced Micro Devices (AMD.US)$ but they better do $8-10B next year in MI-chip sales or the stock will get pounded because it’s wildly overvalued in that scenario.
I know that $Micron Technology (MU.US)$ has always traded with a lower multiple because DRAM/SSD is a cyclical business with pricing troughs but HBM in the context of an AI-revolution means higher growth rates, higher margins, bigger profits, bigger buybacks … all of which should lead to multiple expansion.
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Maniac Fool : 130 is still not cheap. Can be cheaper
102379107 : Micron (MU) can be cheaper.
goodfortune Maniac Fool : yes
MomentumPython1337 : are you jonah or you plagiarized this from him
爱吃面包 : Agree that Micron's price is low. Micron will perform well in at least 2 years
Money Thrill Maniac Fool : Indeed, there is much time to buy because of the investments ... I listen to webinar and 2025 shall be better. Greater profits ... marges shall go up ...
Money Thrill : This summer perhaps between 110 and 120 ? That is cheap?
Maniac Fool : Do your maths and manage your expectations
Money Thrill : Yes, with TA EMA,MACD, EMV and, BOLL. I compare 1 month with 3 months and a year. But every interpretation is different... subjective...and keep in mind THAT TA is a rolling Indicator that lags 2 to 3 days. I know that from 30 years of experience ... so never sure ... but if many believe in it ... that a better Indicator. The "sentiment " in the Indicator.... not the Indicator by in itself. I hope my translation from dutch is good ?![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Money Thrill : Also your Indicator is touching downwards... difficult to say what shall be the next days. With bad news it can go downwards and good news upwards. Never sure ?